Running Point Capital Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Running Point Capital Advisors’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$376K	Hold	2,120	–	–	0.1%	99
2025 Q3	$370K	Hold	2,120	–	–	0.1%	98
2025 Q2	$349K	Hold	2,120	–	–	0.1%	99
2025 Q1	$340K	Hold	2,120	–	–	0.11%	91
2024 Q4	$343K	Buy	2,120 +2,090	+6,967%	+$353K	0.12%	82
2024 Q3	$5.03K	Buy	+30	New	+$4.77K	﹤0.01%	139
2024 Q1	–	Sell	-201	Closed	-$29.1K	–	168
2023 Q4	$29.1K	Hold	201	–	–	0.01%	125
2023 Q3	$26.3K	Hold	201	–	–	0.02%	122
2023 Q2	$27.8K	Sell	201 -19	-9%	-$2.53K	0.02%	124
2023 Q1	$29.5K	Hold	220	–	–	0.02%	121
2022 Q4	$29.8K	Hold	220	–	–	0.02%	177
2022 Q3	$27K	Buy	220 +1	+0.5%	+$135	0.02%	172
2022 Q2	$28K	Hold	219	–	–	0.02%	176
2022 Q1	$33K	Buy	219 +80	+58%	+$11.8K	0.02%	171
2021 Q4	$21K	Buy	+139	New	+$20.4K	0.01%	101

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Running Point Capital Advisors's VOE Position: Q4 2025 in Review

Running Point Capital Advisors held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q4 2025 at 2,120 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #99.

Running Point Capital Advisors first reported a position in VOE in Q4 2021 and has held it in 15 quarters since. 1,196 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Running Point Capital Advisors held 2,120 shares of Vanguard Mid-Cap Value ETF worth $376K as of Q4 2025.
Running Point Capital Advisors left its Vanguard Mid-Cap Value ETF share count unchanged in Q4 2025.
Vanguard Mid-Cap Value ETF made up 0.1% of Running Point Capital Advisors's portfolio in Q4 2025, its #99 holding.
Running Point Capital Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 15 quarters since.
1,196 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.